Factoring for Uncertainty: Navigating Volatility Risk

In markets where volatility is elevated, factor investing strategies have the potential to help investors manage risk.

Reflections on Ten Years in Trend Following

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

Split Down the Middle

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises?

A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.

Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth

Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

Getting the Big Picture: Multi-Asset Credit Investing

Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.

  • June 16, 2020
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Midyear Outlook 2020: Selloff. Rebound. What’s Next?

Global Market Strategist Esty Dwek discusses the shape of the recovery, likely winners and losers, the outlook for bonds, and what risks may lie ahead.

As the US Reopens, How Likely Is a Second COVID-19 Lockdown?

Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.

Risk Management and the Role of Volatility

Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.

Managing Volatility Risk in a Post-Pandemic World

A look at how investors can seek to manage volatility risk while staying invested as markets contend with the COVID-19 crisis and its aftermath.

Participation and Protection: Youth Sports and Asset Allocation

AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.

  • June 1, 2020
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COVID-19 Recovery: Preparing for Volatility Risk

Investors may want to consider elevated volatility risk as they think about positioning portfolios for a COVID-19 market recovery.

Rebalancing Portfolios in Volatile Markets

See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.

Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges

Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

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Sustainable Strategies Proved Resilient in Market Downturn

Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.

Understanding ETF Trading in COVID-19 Markets

Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.

Are Markets Underestimating Recovery Challenges?

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

Coronavirus and Inflation: Pricing the Pandemic

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

Finding Risk-Managed Opportunities in Short-Duration Fixed Income

Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.

COVID-19: Three Market Scenarios for Investors to Consider

As governments worldwide enact fiscal measures in response to the COVID-19 pandemic, we look at three potential market scenarios for investors to consider.

Investing and the Growing Importance of Intellectual Property

Intangible assets like patents account for a growing percentage of company balance sheets and can have a significant impact on business valuations.

Diversity in Asset Management: Staying Ahead of Investor Expectations

A diverse workforce challenges conventional thinking and creates a more dynamic and rewarding work environment. It may also lead to better experiences for clients.

How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

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It’s Just Good Business: Using ESG in the Investment Process

Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.

  • December 12, 2019
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Using Analytics to Help Advisors Build Better Portfolios

Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.

Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win

Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.

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From the Summit: The Disruptors

Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.

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Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

Minimum Volatility ETFs: A Best Kept Investment Secret for 2019?

Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.

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From the Summit: Is China Ready to Lead?

Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.

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From the Summit: The New Geopolitical World Order

The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.

Alternative Allocations Tailored to Specific Investment Objectives

Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.

  • January 23, 2019
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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

  • November 15, 2018
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.